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Invoicing

Professional invoicing for your clients.

Creating Invoices​

New Invoice​

  1. Go to Financial → Invoices
  2. Click Create Invoice
  3. Select client
  4. Add line items
  5. Set payment terms
  6. Send or save

Line Items​

  • Service description
  • Quantity
  • Rate
  • Tax
  • Discount

Invoice Settings​

  • Invoice number format
  • Default payment terms
  • Tax configuration
  • Bank details

Invoice Status​

StatusDescription
DraftNot yet sent
SentDelivered to client
ViewedClient opened
PaidPayment received
OverduePast due date

Payment Tracking​

  • Mark as paid
  • Partial payments
  • Payment history
  • Outstanding balance

Recurring Invoices​

Set up automatic invoicing:

  1. Go to Recurring
  2. Create template
  3. Set frequency
  4. Activate

Next: Expense Tracking →